See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,213 | $97,125-49.3% | $86,233-42.9% | $137,256-64.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.59% | 74.19%-62.6pp | 61.39%-49.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,059 | $2,841-62.7% | $2,504-57.7% | $4,156-74.5% |
| Participant deferral / active EE | $5,685 | $5,180+9.8% | $4,559+24.7% | $6,407-11.3% |
| Admin fee / account holder | $543,066 | $9,725+5484.5% | $8,342+6409.9% | $12,270+4325.9% |